Bubble-Proof Your Portfolio

Get truly diversified by going beyond just stocks & bonds

Our model portfolio uses an optimized mix of ten assets classes, including stocks from the US, Europe, Asia, and the Emerging Markets, as well as Treasury Bonds, TIPs, REITs, commodities, and gold. The result: you'll get the maximum benefits of diversification, and something in your portfolio will prosper no matter what kind of economy the world throws at us in the future.

Weather the next bear market with a dynamic portfolio

Whether the next financial crisis comes in 2017 or 2027, you'll want to be protected. That's why we use Nobel-Prize winning research to make real-time adjustments to our model's asset allocation, steering out of risky assets before the worst of the storm. Some say it's foolish to "time" the market. We say that after 20 years of bubbles, crises, and hysterias, it’s long past time to stop pretending that the market is always right.

Save a fortune in fees by investing the modern way

Paying high fees for mediocre mutual funds is a quintessentially 20th century way to invest. It’s also the surest way to put a brake on the miracle of compound returns. By charging a low and flat fee and recommending the lowest-cost ETFs in the world, we keep more of your money where it belongs -- growing for the future.

DO IT YOURSELF WITH HELP

You can follow our model across multiple taxable, IRA, or even 401(k) accounts.
We’ll show you exactly what you need to buy, and send you a
personalized re-balance email with instructions when you need to
make a change. Plus you’ll receive an awesome monthly newsletter
that will help you stay on track.

Performance

1980-2016

IvyVest

Static Allocation

Compounded Annual Growth Rate (CAGR)

+12.3%

+9.9%

Volatility

9.0%

9.6%

Maximum Drawdown

15.1%

36.0%

Value of $100,000 Investment

$7,174,100

$3,097,800

Value Of Initial $100,000 Investment

The Static Portfolio is made up out of a non-varying version of the IvyVest Model's 'netural weights' and represents the performance of a typical "buy and hold" investor. It is composed of a monthly-rebalanced mix of 27% US Stocks, 10% European Stocks, 5% Pacific Stocks, 8% Emerging Markets Stocks, 5% REITs, 5% International Real Estate, 5% Commodities, 20% Treasury Bonds, 10% TIPS, and 5% Gold. Returns since 2006 are taken from Vanguard ETFs and are inclusive of management expenses. Prior to this, returns are asset-class averages, as taken from the GFD Database. Past performance is never a guarantee of future results. All investing is risky and involves the chance of loss.